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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
851
Aspen Wealth Strategies
Colorado
$688K -$12.7K -234 -2%
KWA
852
Kingswood Wealth Advisors
California
$687K -$137K -2,512 -16%
SIC
853
Samalin Investment Counsel
New York
$686K +$924 +17 +0.1%
P
854
Pitcairn
Pennsylvania
$685K +$494K +9,097 +224%
AIM
855
Aigen Investment Management
New York
$681K +$712K +13,093 New
WW
856
Waterfront Wealth
Kansas
$679K +$24K +442 +4%
HCM
857
Howland Capital Management
Massachusetts
$675K
EFS
858
Essex Financial Services
Connecticut
$670K -$5K -92 -0.7%
BP
859
Ballentine Partners
Massachusetts
$663K +$200K +3,688 +41%
SMC
860
Smith, Moore & Co
Missouri
$660K
SFG
861
Summit Financial Group
West Virginia
$657K
GP
862
Greenline Partners
New York
$655K
WHCI
863
W.H. Cornerstone Investments
Massachusetts
$651K -$299K -5,507 -31%
Lazard Asset Management
864
Lazard Asset Management
New York
$646K -$29.9K -550 -4%
HT
865
Heritage Trust
Oklahoma
$644K +$65.1K +1,197 +11%
BBHC
866
Brown Brothers Harriman & Co
New York
$640K -$279K -5,128 -29%
IAS
867
Investment Advisory Services
Texas
$635K +$12.4K +228 +2%
CWM
868
Congress Wealth Management
Massachusetts
$632K +$62.3K +1,146 +10%
HIC
869
Holderness Investments Company
North Carolina
$631K
RWM
870
Ritholtz Wealth Management
New York
$628K +$4.73K +87 +0.7%
PPP
871
Private Portfolio Partners
New Jersey
$628K +$151K +2,780 +30%
CDH
872
Charles D. Hyman
$627K -$32.6K -600 -5%
LWM
873
LJI Wealth Management
Indiana
$625K +$326 +6 +0%
USGIU
874
U.S. Global Investors (USGI)
Texas
$624K
CCG
875
Catalina Capital Group
California
$624K +$652K +11,988 New